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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-02-24 |
Branch Locations
3595 E Fountain Blvd Ste 210-B, Colorado Springs, CO 80910 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Colorado Springs | CO | 10/2011 | Present |
| Primerica Financial Services | Colorado Springs | CO | 02/2011 | Present |
| Bni Greater Colorado Springs | Colorado Springs | CO | 02/2019 | 09/2019 |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Marchesani, Corp., Investment Related, 540 Elkton Dr. Ste 104 Colorado Springs, CO 80907, Primerica Business Purposes, Office Manager, March 2019 to Present, 10 hours per month (10 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-06 |
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